From c1c1a10235eec65980ad3aa9db445243e26f0881 Mon Sep 17 00:00:00 2001 From: "Shubham Agrawal (via MelvinBot)" Date: Wed, 2 Sep 2026 00:44:06 +0000 Subject: [PATCH] Docs: full-access copilots can add company card feeds Co-authored-by: Shubham Agrawal --- ...ny-Card-Transactions-From-a-Spreadsheet.md | 22 +++++++++++-------- ...et-up-a-Commercial-Card-Feed-Connection.md | 8 +++++-- ...p-a-Direct-Company-Card-Feed-Connection.md | 8 +++++-- .../settings/Act-as-a-Copilot.md | 6 +++++ 4 files changed, 31 insertions(+), 13 deletions(-) diff --git a/docs/articles/new-expensify/connect-credit-cards/Import-Company-Card-Transactions-From-a-Spreadsheet.md b/docs/articles/new-expensify/connect-credit-cards/Import-Company-Card-Transactions-From-a-Spreadsheet.md index c946b469000d..d90431225e95 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Import-Company-Card-Transactions-From-a-Spreadsheet.md +++ b/docs/articles/new-expensify/connect-credit-cards/Import-Company-Card-Transactions-From-a-Spreadsheet.md @@ -1,8 +1,8 @@ --- title: Import Company Card Transactions From a Spreadsheet description: Learn how Workspace Admins can upload company card transactions manually from a spreadsheet file. -keywords: [New Expensify, import company card, upload file, import spreadsheet, CSV, TXT, XLS, XLSX, card feed, company card feed, bring your own card, BYOC, csv import, import csv, upload csv, spreadsheet import, import transactions, csv file, excel import, xls import] -internalScope: Audience is Workspace Admins. Covers how to import, update, and delete company card CSV feeds. Does not cover personal card imports or Plaid connections. +keywords: [New Expensify, import company card, upload file, import spreadsheet, CSV, TXT, XLS, XLSX, card feed, company card feed, bring your own card, BYOC, csv import, import csv, upload csv, spreadsheet import, import transactions, csv file, excel import, xls import, copilot import company card transactions] +internalScope: Audience is Workspace Admins and their Copilots. Covers how to import, update, and delete company card CSV feeds. Does not cover personal card imports or Plaid connections. --- # Import Company Card Transactions From a Spreadsheet @@ -15,18 +15,22 @@ If your bank does support a direct connection, you can connect your account to a ## Who can import company card transactions from a spreadsheet -Only **Workspace Admins** can import transactions for company cards. +Workspace Admins can import transactions for company cards. -**Company Cards** must be enabled in the workspace before you can import transactions. If you don't see **Company Cards**, enable it under **More features > Company Cards**. +A Copilot with **Full Access** can also import transactions on behalf of a Workspace Admin. A Copilot with **Limited Access** can't, and sees a no-access message when they select **Add cards**. + +[Learn how to act as a Copilot](/articles/new-expensify/settings/Act-as-a-Copilot). + +**Company cards** must be enabled in the workspace before you can import transactions. If you don't see **Company cards**, enable it under **More features > Company cards**. --- ## How to import company card transactions from a spreadsheet 1. In the navigation tabs (on the left on web, on the bottom on mobile), go to the **Workspaces** and select your workspace. -2. Click **Company Cards**. -3. Click on **Add card**. - - If you already have a company card feed set up, click the feed name to see **Add Card**. +2. Click **Company cards**. +3. Click on **Add cards**. + - If you already have a company card feed set up, click the feed name to see **Add cards**. 5. Choose **Import transactions from file**. 6. Choose the CSV, TXT, XLS, or XLSX file you want to upload. 7. Enter a name for the card feed. @@ -50,7 +54,7 @@ You must map at least one card-identity column — a **Card number** or a **Card ## How to upload additional transactions to an existing card feed -1. Go to **Workspaces > Company Cards**. +1. Go to **Workspaces > Company cards**. 2. Select the name of the card feed you want to update. 3. Click **Settings**. 4. Choose **Import spreadsheet**. @@ -64,7 +68,7 @@ You must map at least one card-identity column — a **Card number** or a **Card ## How to delete a company card CSV feed -1. Go to **Workspaces > Company Cards**. +1. Go to **Workspaces > Company cards**. 2. Select the name of the card feed you want to delete. 3. Click **Settings**. 4. Select **Remove card feed**. diff --git a/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-Feed-Connection.md b/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-Feed-Connection.md index 84aa9a25856c..b2ea037550a9 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-Feed-Connection.md +++ b/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-Feed-Connection.md @@ -1,8 +1,8 @@ --- title: Set up a Commercial Card Feed Connection description: Learn how to set up a Visa, Mastercard or Amex commercial card feed in Expensify -keywords: [New Expensify, commercial feed, Mastercard feed, Visa feed, Amex feed, company cards, corporate cards, CDF, VCF, GL1025, control account] -internalScope: Audience is Workspace Admins. Covers setting up a commercial card feed for Visa, Mastercard, or American Express. Does not cover assigning cards, managing cards, or troubleshooting feeds. +keywords: [New Expensify, commercial feed, Mastercard feed, Visa feed, Amex feed, company cards, corporate cards, CDF, VCF, GL1025, control account, copilot add card feed, copilot company cards] +internalScope: Audience is Workspace Admins and their Copilots. Covers setting up a commercial card feed for Visa, Mastercard, or American Express. Does not cover assigning cards, managing cards, or troubleshooting feeds. --- # Set up a Commercial Card Feed Connection @@ -19,6 +19,10 @@ If you're not eligible for a commercial card feed, you can [set up a direct comp Any Workspace Admin can set up a commercial card feed connection. +A Copilot with **Full Access** can also set up a commercial card feed connection on behalf of a Workspace Admin. A Copilot with **Limited Access** can't, and sees a no-access message when they select **Add cards**. + +[Learn how to act as a Copilot](/articles/new-expensify/settings/Act-as-a-Copilot). + - On the **Collect** plan, you can add one company card feed. - On the **Control** plan, you can add unlimited company card feeds. diff --git a/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Direct-Company-Card-Feed-Connection.md b/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Direct-Company-Card-Feed-Connection.md index 54c0c6b1250e..a841c4dbf02a 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Direct-Company-Card-Feed-Connection.md +++ b/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Direct-Company-Card-Feed-Connection.md @@ -1,8 +1,8 @@ --- title: Set up a Direct Company Card Feed Connection description: Learn how to connect company credit cards using a direct bank connection or Plaid to import transactions and assign company card. -keywords: [New Expensify, set up direct company card feed, connect company cards Expensify, direct feed Expensify, Plaid company cards] -internalScope: Audience is Workspace Admins. Covers connecting a company card feed using direct feed or Plaid. Does not cover assigning cards, managing cards, or troubleshooting feeds. +keywords: [New Expensify, set up direct company card feed, connect company cards Expensify, direct feed Expensify, Plaid company cards, copilot add card feed, copilot company cards] +internalScope: Audience is Workspace Admins and their Copilots. Covers connecting a company card feed using direct feed or Plaid. Does not cover assigning cards, managing cards, or troubleshooting feeds. --- # Set up a Direct Company Card Feed Connection @@ -17,6 +17,10 @@ You can connect company cards using a direct connection with your bank, or throu Any Workspace Admin can set up a direct company card feed connection. +A Copilot with **Full Access** can also set up a direct company card feed connection on behalf of a Workspace Admin. A Copilot with **Limited Access** can't, and sees a no-access message when they select **Add cards**. + +[Learn how to act as a Copilot](/articles/new-expensify/settings/Act-as-a-Copilot). + - On the **Collect** plan, you can add one company card feed. - On the **Control** plan, you can add unlimited company card feeds. diff --git a/docs/articles/new-expensify/settings/Act-as-a-Copilot.md b/docs/articles/new-expensify/settings/Act-as-a-Copilot.md index f5a739ec19c5..e2874a9575c2 100644 --- a/docs/articles/new-expensify/settings/Act-as-a-Copilot.md +++ b/docs/articles/new-expensify/settings/Act-as-a-Copilot.md @@ -94,6 +94,12 @@ The account owner chooses your Copilot access level when granting access. If you need additional permissions, contact the account owner and ask them to update your Copilot access level. +## Can I add a company card feed as a Copilot? + +Yes, if you've been granted Full Access. A Copilot with Limited Access can't add a company card feed and sees a no-access message when they select **Add cards** on the workspace **Company cards** page. + +Assigning cards from an existing feed is available to both access levels. [Learn how to assign company cards](/articles/new-expensify/connect-credit-cards/Assign-Company-Cards). + ## How are Copilot actions tracked? Actions performed as a Copilot are labeled as being completed on behalf of the account owner.